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Healthcare Realty

424 hedge funds and large institutions have $6.23B invested in Healthcare Realty in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $1.19M

31% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 42

2% more funds holding

Funds holding: 416424 (+8)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.31% less ownership

Funds ownership: 105.38%105.08% (-0.31%)

2% less capital invested

Capital invested by funds: $6.36B → $6.23B (-$124M)

10% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 159

Holders
424
Holders Change
+8
Holders Change %
+1.92%
% of All Funds
5.69%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
55
Increased
143
Reduced
159
Closed
42
Calls
$2.42M
Puts
$1.19M
Net Calls
+$1.23M
Net Calls Change
-$502K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
401
AmeriFlex Group
Nevada
$2.74K
BTI
402
Blue Trust Inc
Georgia
$2.68K +$2.36K +142 +835%
SC
403
SouthState Corp
Florida
$2.28K +$2.24K +135 New
HFS
404
Hantz Financial Services
Michigan
$2K +$2.13K +128 New
HPC
405
HM Payson & Co
Maine
$1.69K
IRC
406
Investors Research Corp
Georgia
$1.64K
NEWAS
407
N.E.W. Advisory Services
Wisconsin
$1.33K +$1.31K +79 New
CIBC Private Wealth Group
408
CIBC Private Wealth Group
Georgia
$1.28K +$17 +1 +1%
CAL
409
Capital Advisors Ltd
Ohio
$1K
CPG
410
Cornerstone Planning Group
New Jersey
$912 -$798 -48 -45%
S
411
Sachetta
Massachusetts
$862
PWA
412
Physician Wealth Advisors
Utah
$727
FMP
413
Financial Management Professionals
Texas
$693
PTC
414
Private Trust Company
Ohio
$575 -$100 -6 -15%
TSMHT
415
Thurston Springer Miller Herd & Titak
Indiana
$574
HFS
416
Hughes Financial Services
Virginia
$508 +$499 +30 New
TFM
417
TFC Financial Management
Massachusetts
$474 +$465 +28 New
DF
418
Dunhill Financial
United Kingdom
$441
TWD
419
True Wealth Design
Ohio
$288 -$22.1K -1,330 -99%
BGAI
420
Bruce G. Allen Investments
Colorado
$254
PWAM
421
Private Wealth Asset Management
Iowa
$220 +$216 +13 New
MCM
422
MV Capital Management
Maryland
$136 -$66 -4 -33%
MG
423
Mather Group
Illinois
$101
PWA
424
Principia Wealth Advisory
Texas
$16 +$17 +1 New
RWS
425
Retirement Wealth Solutions
Wisconsin
$4

HR Hedge Fund Activity: Q1 2025 in Review

424 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2025, worth a combined $6.23B — down 1.9% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HR positions and 42 closed out — a net gain of 13 holders — while 143 added to existing stakes and 159 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $99.1M. The largest seller was Bank of America, cutting an estimated $65.9M.

  • 424 institutional investors held Healthcare Realty (HR) as of Q1 2025, up from 416 in Q4 2024.
  • Funds reported $6.23B of Healthcare Realty stock for Q1 2025, down 1.9% quarter-over-quarter.
  • 55 funds opened new Healthcare Realty positions in Q1 2025 and 42 closed out, a net change of +13 holders.
  • The largest Healthcare Realty buyer in Q1 2025 was Massachusetts Financial Services, an estimated $99.1M added.
  • The largest Healthcare Realty seller in Q1 2025 was Bank of America, an estimated $65.9M sold.

Based on aggregated 13F filings for Q1 2025.